IRC
Investors Research Corp Portfolio holdings
AUM
$510M
This Quarter Return
-1.79%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$462M
AUM Growth
+$462M
(+1.4%)
Cap. Flow
+$17.6M
Cap. Flow
% of AUM
3.82%
Top 10 Holdings %
Top 10 Hldgs %
28.91%
Holding
1,000
New
57
Increased
205
Reduced
138
Closed
38
Top Buys
| 1 |
Crown Castle
CCI
|
$1.5M |
| 2 |
Essential Utilities
WTRG
|
$1.4M |
| 3 |
AES
AES
|
$1.26M |
| 4 |
Sealed Air
SEE
|
$1.1M |
| 5 |
Lamb Weston
LW
|
$1.05M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$1.25M |
| 2 |
Kellanova
K
|
$1.03M |
| 3 |
Banco Santander
SAN
|
$962K |
| 4 |
TGI
Triumph Group
TGI
|
$745K |
| 5 |
Huntington Bancshares
HBAN
|
$680K |
Sector Composition
| 1 | Financials | 6.5% |
| 2 | Consumer Discretionary | 5.41% |
| 3 | Technology | 3.7% |
| 4 | Energy | 3.01% |
| 5 | Materials | 2.87% |
